Real Estate Forums
| REW Lead Manager 'How Do I' questions for the lead manager included in the V 2.0 REW platform. |
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Is there a way to remove a lead from the main summary page once it is filed into a group without totally removing the lead from the system? It is hard to track everyone when there are tons of leads in one spot, hard to remember who I want to work with that particular day.
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there is no way to remove them from the main summary page as in "today's leads" - but what you can do, is ensure that you "accept" all leads you have already taken action on, then drill down to just unassigned leads - thus you are ensured the leads you are looking at you have not worked with yet. There is a note in our subversion to improve this portion of the system.
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I will work with that for now. I am currently not set as admin, I am working on getting that changed
so only returning leads show an accepted or pending space next to it. Any leads that are not returning do not give me that option except when I actually go into the lead itself. Is that going to be part of the upgrade or fix that you guys are working on? |
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